Create a Project from a Template

Use the New Project form to create a new project from a project template.

To create a new project from a template:

1. In the Navigation pane, select Hubs > Projects, and select any of the options on the Projects Hub menu.
2. Click + New Project in the upper-right corner of the form.
   The New Project form displays.
3. In Charge Type, select Regular, Overhead, or Promotional.

   Note that once you click Continue to leave this form, you cannot change the charge type for the new project. If you do click Continue but you have not yet saved the project, you can cancel the add process and start over. If you save a project with the wrong charge type, delete the project and add it again.

4. If the Stage field is available, select the pipeline stage that the new project is at (for example, Proposal Submitted or Won).
5. In How to Create Project, select From Project Template.
6. In Select a Project Template, select the template you want to use.
7. In Project Number, enter a unique number for the project that conforms to your standard project numbering system. (Vantagepoint may automatically generate a number for you if auto numbering is enabled.)
8. Enter a short name for the project in Name.
9. To include a longer, more descriptive name for the project (for use in proposals, for example), enter it in Long Name.
10. If you selected Regular in Charge Type and assigned the project to a stage that is designated as "in pursuit," do the following if you want to create a pursuit costs project to track the time and expenses involved in pursuing the contract:
    1. Select Create Linked Promotional Project to Track Pursuit Costs.
    2. If you want to create a promotional project from a project template, select the template in Copy Promotional Project From.
    3. Enter a unique project number in Promotional Project Number. (Vantagepoint can automatically generate a number for you if you have enabled auto numbering.)
    4. Enter a name for the promotional project in Promotional Project Name.
11. Click Continue.
    • If the template you are using does not have phases or tasks and you are not creating a linked promotional project, Vantagepoint displays the new project in Edit mode. Continue with step 15.
    • If the template you are using does not have phases or tasks and neither does the template you are using for the linked promotional project, Vantagepoint displays both new projects in the Edit Project Structure form. To add structure below the project level for either project, click at the end of a row to add WBS elements at the next lower level. Repeat this step as necessary to build the WBS for each project. Click Save when you are finished. Continue with step 15.
    • If the template you are using for either the new project or its linked promotional project has phases or tasks, Vantagepoint displays the Choose Project Structure form. Continue with the next step.
12. In the Choose Project Structure form, by default the check boxes for all phases and tasks are selected. Clear the check boxes for the phases and tasks you do not want to copy from the template to the new project or to the linked promotional project.

    Deselecting a phase deselects that phase's associated tasks.

13. Click Continue.

    Result: The new project and, if you selected Create Linked Promotional Project to Track Pursuit Costs, the promotional project display on the Edit Project Structure form.

14. Make any desired changes in the Edit Project Structure form:
    1. You can change any of the default values for any of the WBS elements in the grid. For example, you might want to change the status from Dormant to Active.
    2. You can also make changes to the project structure. To copy, delete, or add a new WBS element under a row, hover over the row, click , and select the option you want from the drop-down list.
    3. Click Save.
    Vantagepoint displays the new project in Detail View.
15. Review the project information on all hub forms and tabs and at all levels of the WBS, and make any corrections or additions.
16. If you also created a linked promotional project, review the information on all hub forms and tabs and at all levels of the WBS for that project, and make any corrections or additions.

When you create a project from a template, Vantagepoint also creates plan for the project using default settings, so you can immediately begin entering planned labor hours and planned expense and consultant amounts.